75
75
Apr 23, 2013
04/13
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FBC
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makes sense for both parties to get together in this environment. tracy: tough sell for a bank to make a 30-year loan at these low rates. they will not make money off me if i lock them in at 3%? >> that is why the majority of the mortgage loans are sold back to fannie and freddie and created as securities and dumped. banks can't manage that. you do not get a 30-year deposit. tracy: sure. >> better for them to sell them. absolutely right. the margins are not there to create robust margins. tracy: quickly talk about what you like and don't like. you run a long short fund. what do you like now? >> i like guys that return a lot of capital, trade in low dividends. increase the buybacks. i like regions. regions is a big position for me, rf. they reported earnings today. they beat. phe numbers are a little low as far as the treat street has for them. they have earnings headwinds and buybacks. that is straight return of capital story. on smaller banks --. tracy: you like citi as well. what on the other side what don't you like? what are you staying away fro
makes sense for both parties to get together in this environment. tracy: tough sell for a bank to make a 30-year loan at these low rates. they will not make money off me if i lock them in at 3%? >> that is why the majority of the mortgage loans are sold back to fannie and freddie and created as securities and dumped. banks can't manage that. you do not get a 30-year deposit. tracy: sure. >> better for them to sell them. absolutely right. the margins are not there to create robust...
1,173
1.2K
Apr 19, 2013
04/13
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we are living in a very different country, we are living in a very different environment where it is no longer patriotism and love and family, it is not terrorists and hate. we have toounderstand that. we have to say we are in fact committed to our liberties and freedom, but you know, the people also deserve to be safe in their neighborhoods and homes. melissa: you think we have to figure out what to do from here, how to live differently, what should have been the indifferently for something like this not happen? >> we have many students in boston. they get here on a student visa from countries all across the world and we are happy about that but once they get here they don't return. many of them don't return and they stay here for 6 years, they marry and become permanent citizens and we don't know if these two young men from chechnya, i know what that places like. i have seen violence in belfast and all these places where i have been, as a diplomat and an ambassador. the other thing is i always -- at the marathon and walking up the street and saw hundreds and hundreds of young peopl
we are living in a very different country, we are living in a very different environment where it is no longer patriotism and love and family, it is not terrorists and hate. we have toounderstand that. we have to say we are in fact committed to our liberties and freedom, but you know, the people also deserve to be safe in their neighborhoods and homes. melissa: you think we have to figure out what to do from here, how to live differently, what should have been the indifferently for something...
93
93
Apr 19, 2013
04/13
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FBC
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eye 93
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terms of what we are going to do differently to ensure the safety of bust audience, americans in an environment that we have grown accustomed to where liberties and freedoms are paramount, but at the same time, i think the issue now immediately shifts to a more effective public safety measures to make sure that the police are effectively able to do their job. and the people are able to walk the streets in safety. connell: you are in the area today? >> as the miami. i have been here this whole time. i was at the boston marathon. my grandchildren were right there at the finish line. they saw the horror of this whole thing. and, yes, the people are coming together. united in their commitment in terms of support for the innocent victims. they are also concerned about justice. that is the second step, and that is what we're going through now. finding out who is impossible for this or what organization, if any, is responsible for this. and thirdly, we just want to make sure that this never happens again. connell: we will wait for this briefing to see if we get any answers to the question that the for
terms of what we are going to do differently to ensure the safety of bust audience, americans in an environment that we have grown accustomed to where liberties and freedoms are paramount, but at the same time, i think the issue now immediately shifts to a more effective public safety measures to make sure that the police are effectively able to do their job. and the people are able to walk the streets in safety. connell: you are in the area today? >> as the miami. i have been here this...
78
78
Apr 17, 2013
04/13
by
FBC
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eye 78
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in those environments, gold does very well. you have the goldman sachs downgrade. you have people picking sides. then you have the slowing chinese debt. i think that really hits the market all at once. that led to margins being that and they continue to tumble downwards. dagen: talk about the difference you are seeing in behavior. are you seeing any selling among those physical gold owners? >> not as dramatic of a difference. we are a precious metals platform. on friday and monday, we had four to five times as many body and sell orders. we have done our own research. i think that plays into my point. it is somewhat reminiscent to what happened to apple. in the paper market, you have a dramatic selloff. in the physical market, the demand is very, very strong. connell: let's follow up on that. let's talk about apple. the big game for the dollar versus the euro. is that part of the case you make for gold? >> i think part of the reason is for safety. in times like this, i think now is a fantastic entry point. it is certainly better than two weeks ago. it is uncorrelate
in those environments, gold does very well. you have the goldman sachs downgrade. you have people picking sides. then you have the slowing chinese debt. i think that really hits the market all at once. that led to margins being that and they continue to tumble downwards. dagen: talk about the difference you are seeing in behavior. are you seeing any selling among those physical gold owners? >> not as dramatic of a difference. we are a precious metals platform. on friday and monday, we had...
870
870
Apr 17, 2013
04/13
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FBC
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eye 870
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there is not much opportunity in a low yield environment. we're looking low single-digit type returns. maybe mid single at best. i think emd is is one of those opportunities. central banks paused in the first quarter in most markets in emerging market countries. i think the bump in yield we saw in the first quarter is an opportunity. we still think longer term those economies grow faster than developed countries. much less debt relative to the size of the economy. lori: i have to sop you there. we have breaking news. >> that opens up potential easing in the coming months. lori: it is an important part of every once investment portfolio. anthony, thanks. we'll check in with you. >> thank you. melissa: we have more breaking news about those reports that investigators believe they have identified a boston bomb suspect. rich edson is live at the white house with more on this rich, what have you heard? >> here are the details. fox news confirming authorities investigating the boston marathon bodies have an image of a young man carrying and perhap
there is not much opportunity in a low yield environment. we're looking low single-digit type returns. maybe mid single at best. i think emd is is one of those opportunities. central banks paused in the first quarter in most markets in emerging market countries. i think the bump in yield we saw in the first quarter is an opportunity. we still think longer term those economies grow faster than developed countries. much less debt relative to the size of the economy. lori: i have to sop you there....
110
110
Apr 24, 2013
04/13
by
FBC
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eye 110
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volatile environment. i always remind everybody, we are not just watching the commodities themselves, this affects a lot of stocks. we are watching all about for you. connell: the dow has market loss. cheryl and dennis are coming up as market now continue. how to fix this twitter problem. that is coming up next on markets now. ♪ [ female announcer ] working together means working efficiently. and a lennox home comfort system may just be the perfect example. its air conditioner works together with the furnace, and that works together with the air purifier, and that works with you by saving you up to half off your heating and cooling bill. call now to get up to sixteen hundred dollars back or 12 months deferred interest on select lennox home comfort systems. offer ends june 14th. plus download our free lennox mobile app with an energy-savings calculator. lennox. novation never felt so good. you are gonna need a wingman. and my cash back keeps the party going. but my airline miles take it worldwide. [ male
volatile environment. i always remind everybody, we are not just watching the commodities themselves, this affects a lot of stocks. we are watching all about for you. connell: the dow has market loss. cheryl and dennis are coming up as market now continue. how to fix this twitter problem. that is coming up next on markets now. ♪ [ female announcer ] working together means working efficiently. and a lennox home comfort system may just be the perfect example. its air conditioner works together...
82
82
Apr 22, 2013
04/13
by
FBC
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eye 82
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when paul has already said this is not an environment in which to address this. there are serious allegations of what they knew and did not know, and we'll have the benefit of hindsight. we are all monday morning quarterbacks on this, but because of his and issue intricately woven into legislation, we ought to let the dust settle, the emotions calm down before we address it. ashley: when you look at the root they took, everything was done legally. they went through the process, the younger brother became a citizen on 9/11 last year, the older brother held a green card, they filled out all the forms. what did the fbi now reportedly, allegedly i should say, knew they were tipped off the older brother, there was concerned about him. from an immigration point of view, some say they got through the cracks. tracy: fbi does not monitor immigrants. the fbi would only get involved with immigrant if there is credible allegation of criminal activity. it did not rise to the level of prosecution of credibility. they can only go forward with and do something with evidence when
when paul has already said this is not an environment in which to address this. there are serious allegations of what they knew and did not know, and we'll have the benefit of hindsight. we are all monday morning quarterbacks on this, but because of his and issue intricately woven into legislation, we ought to let the dust settle, the emotions calm down before we address it. ashley: when you look at the root they took, everything was done legally. they went through the process, the younger...